Online Securities Management

UBB's online securities management system provides fast, easy, and secure tracking and storage of your community bank's securities transactions.

United Bankers' Bank's online securities management service, UNITY, provides community bankers with secure online access to their securities transaction information. Whether you're initiating a securities pledge or tracking the status of a trade, you can complete them all from the convenience of your computer.

Features of UBB’s UNITY Online Securities Management Service:

  • Convenient online access and management of your bank’s securities
  • Initiate and manage securities pledges from start to finish
  • Track securities trades and pledges
  • Receive quick trade confirmations
  • Catalogs all custody forms
  • Store all of your securities documentation for 7 years after the date they are entered
  • Secure log-in access via biometric fingerprint authentication
  • Access to important information for due diligence reviews, such as:
    • Official statements
    • Bond ratings
    • Continuing disclosures of municipal securities through EMMMA or UBB Muni Points

Benefits of UBB’s UNITY Online Securities Management Service:

  • Service is Free to all UBB sales and trading customers
  • Simplifies portfolio pledging
  • Receive trade and Fed Fund confirmations faster
  • Instant notification whenever new custody forms are made available

Benefits of Working with the UBB Investment Team:

  • Convenient online management system
  • A one-on-one relationship with a dedicated investment representative
  • Intuitive, precise, and timely reporting
  • Trusted and experienced investment team that takes the time to understand and anticipate the needs of your community bank
  • Integrated management tools that will help you manage your investments more efficiently

Cut the clutter and start tracking and storing your securities transactions more easily and securely with UBB’s UNITY online securities management system. Sign up today!
Note: All products and services represented on this page are not insured by the FDIC or any other federal government agency, are not deposits of or guaranteed by the Bank or any Bank affiliate, and may lose value.